August Expense Analysis Report: Charted

09.17.07 | Monthly Expense Reports | 0 Comments | by junger

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One of the great things about Yodlee is the automatic expense reports generated every month for your linked accounts.

In my first month using the service, I've given categories to most of my regular expenses, allowing Yodlee to break down my spending, saving and investing.

Here's how we did in August:

augustanalysis.jpg

augustspending.jpg

Yep — our rent is a very high level of our expenses (though this chart is a bit different than the pen-and-paper budget results we do every month). It's what you get living in an expensive city but are living smartly otherwise.

Those ATM/cash withdrawals are mostly our automatic deposits into our Roth IRAs and housing fund. I rarely go to the ATM anymore, except when I have to.

This chart doesn't, however, seem to include our Roth IRA and housing fund automatic deposits, which I treat as a bill (and so should you) but Yodlee apparently doesn't.

Considering that those two savings accounts make up around 20% of our monthly budget, our rent drops down to around 40% of our expenses. Still high, but better than the 48% shown.

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